$357 Million is the total value of Financial Management Professionals, Inc.'s 661 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 24.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $32,399,000 | +10.0% | 428,051 | -1.1% | 9.09% | -13.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $28,504,000 | -48.7% | 313,398 | -54.6% | 8.00% | -59.7% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $25,081,000 | -12.6% | 447,640 | -12.5% | 7.04% | -31.3% |
| IWB | Sell | ISHARES TRrus 1000 etf | $22,538,000 | +13.1% | 106,391 | -0.1% | 6.32% | -11.1% |
| VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $10,378,000 | +28.9% | 73,909 | -2.5% | 2.91% | +1.3% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $10,090,000 | +20.8% | 220,528 | -1.6% | 2.83% | -5.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,309,000 | +7.8% | 20,956 | -3.2% | 1.49% | -15.3% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $5,196,000 | +13.7% | 18,883 | -3.0% | 1.46% | -10.6% |
| GL | Sell | GLOBE LIFE INC | $4,278,000 | +18.1% | 45,055 | -0.6% | 1.20% | -7.1% |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $4,178,000 | -16.3% | 40,407 | -50.8% | 1.17% | -34.2% |
| ARKW | Sell | ARK ETF TRnext gnrtn inter | $3,850,000 | -15.2% | 26,302 | -37.1% | 1.08% | -33.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,252,000 | +15.7% | 30,379 | -3.6% | 0.35% | -9.1% |
| SHW | Sell | SHERWIN WILLIAMS CO | $653,000 | +5.3% | 889 | -0.1% | 0.18% | -17.2% |
| PEP | Sell | PEPSICO INC | $455,000 | +4.8% | 3,071 | -1.9% | 0.13% | -17.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $416,000 | -3.5% | 3,272 | -26.8% | 0.12% | -24.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $417,000 | -21.0% | 1,114 | -29.4% | 0.12% | -37.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $327,000 | +1.6% | 3,568 | -1.8% | 0.09% | -20.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $288,000 | -2.4% | 2,069 | -2.6% | 0.08% | -22.9% |
| NVDA | Sell | NVIDIA CORPORATION | $230,000 | -5.7% | 440 | -2.2% | 0.06% | -25.3% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $175,000 | +42.3% | 955 | -3.8% | 0.05% | +11.4% |
| CMI | Sell | CUMMINS INC | $171,000 | +6.9% | 753 | -0.7% | 0.05% | -15.8% |
| CVS | Sell | CVS HEALTH CORP | $157,000 | +16.3% | 2,295 | -0.5% | 0.04% | -8.3% |
| CELH | Sell | CELSIUS HLDGS INC | $155,000 | +3.3% | 3,082 | -53.2% | 0.04% | -20.4% |
| AMGN | Sell | AMGEN INC | $149,000 | -23.6% | 648 | -15.4% | 0.04% | -40.0% |
| DIS | Sell | DISNEY WALT CO | $146,000 | +36.4% | 804 | -6.8% | 0.04% | +7.9% |
| JCOM | Sell | J2 GLOBAL INC | $135,000 | +36.4% | 1,377 | -3.9% | 0.04% | +8.6% |
| PSX | Sell | PHILLIPS 66 | $137,000 | +34.3% | 1,960 | -0.8% | 0.04% | +5.6% |
| CVX | Sell | CHEVRON CORP NEW | $133,000 | -26.5% | 1,576 | -37.2% | 0.04% | -43.1% |
| WMT | Sell | WALMART INC | $120,000 | 0.0% | 832 | -3.3% | 0.03% | -20.9% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $123,000 | +10.8% | 449 | -3.4% | 0.03% | -15.0% |
| INTC | Sell | INTEL CORP | $115,000 | -13.5% | 2,303 | -10.1% | 0.03% | -31.9% |
| PB | Sell | PROSPERITY BANCSHARES INC | $111,000 | +29.1% | 1,600 | -3.8% | 0.03% | 0.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $108,000 | +33.3% | 868 | -1.0% | 0.03% | +3.4% |
| TGT | Sell | TARGET CORP | $107,000 | +5.9% | 604 | -5.8% | 0.03% | -16.7% |
| GDOT | Sell | GREEN DOT CORPcl a | $102,000 | +6.2% | 1,820 | -3.7% | 0.03% | -14.7% |
| LRCX | Sell | LAM RESEARCH CORP | $102,000 | +30.8% | 217 | -8.1% | 0.03% | +3.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $105,000 | +5.0% | 668 | -0.6% | 0.03% | -19.4% |
| PRAH | Sell | PRA HEALTH SCIENCES INC | $101,000 | +18.8% | 802 | -4.0% | 0.03% | -6.7% |
| KMB | Sell | KIMBERLY-CLARK CORP | $97,000 | -21.8% | 720 | -14.5% | 0.03% | -38.6% |
| LSTR | Sell | LANDSTAR SYS INC | $95,000 | +3.3% | 703 | -3.8% | 0.03% | -18.2% |
| HCSG | Sell | HEALTHCARE SVCS GROUP INC | $88,000 | +23.9% | 3,147 | -3.9% | 0.02% | 0.0% |
| INMD | Sell | INMODE LTD | $89,000 | +27.1% | 1,868 | -3.9% | 0.02% | 0.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $88,000 | -3.3% | 1,412 | -6.4% | 0.02% | -21.9% |
| AEO | Sell | AMERICAN EAGLE OUTFITTERS IN | $85,000 | +30.8% | 4,211 | -3.8% | 0.02% | +4.3% |
| LKQ | Sell | LKQ CORP | $84,000 | +21.7% | 2,379 | -3.9% | 0.02% | -4.0% |
| ADUS | Sell | ADDUS HOMECARE CORP | $85,000 | +18.1% | 727 | -4.0% | 0.02% | -7.7% |
| URI | Sell | UNITED RENTALS INC | $81,000 | +26.6% | 350 | -4.1% | 0.02% | 0.0% |
| BJ | Sell | BJS WHSL CLUB HLDGS INC | $83,000 | -14.4% | 2,235 | -3.9% | 0.02% | -34.3% |
| GRMN | Sell | GARMIN LTD | $75,000 | +23.0% | 628 | -2.8% | 0.02% | -4.5% |
| CME | Sell | CME GROUP INC | $75,000 | +4.2% | 412 | -4.2% | 0.02% | -19.2% |
| MKL | Sell | MARKEL CORP | $71,000 | +1.4% | 69 | -4.2% | 0.02% | -20.0% |
| UPLD | Sell | UPLAND SOFTWARE INC | $70,000 | +16.7% | 1,525 | -4.0% | 0.02% | -4.8% |
| FSV | Sell | FIRSTSERVICE CORP NEW | $73,000 | 0.0% | 535 | -3.9% | 0.02% | -23.1% |
| IIIV | Sell | I3 VERTICALS INC | $68,000 | +25.9% | 2,043 | -3.9% | 0.02% | 0.0% |
| TW | Sell | TRADEWEB MKTS INCcl a | $67,000 | +3.1% | 1,070 | -3.9% | 0.02% | -17.4% |
| ICLR | Sell | ICON PLC | $68,000 | -1.4% | 348 | -4.1% | 0.02% | -24.0% |
| SRCL | Sell | STERICYCLE INC | $69,000 | +6.2% | 996 | -4.0% | 0.02% | -17.4% |
| RHP | Sell | RYMAN HOSPITALITY PPTYS INC | $68,000 | -4.2% | 1,001 | -48.2% | 0.02% | -24.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $65,000 | +20.4% | 461 | -4.2% | 0.02% | -5.3% |
| MET | Sell | METLIFE INC | $65,000 | +22.6% | 1,378 | -3.3% | 0.02% | -5.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $65,000 | -70.9% | 278 | -63.3% | 0.02% | -77.5% |
| GIII | Sell | G III APPAREL GROUP LTD | $63,000 | -30.0% | 2,640 | -61.5% | 0.02% | -43.8% |
| GO | Sell | GROCERY OUTLET HLDG CORP | $64,000 | -4.5% | 1,641 | -3.9% | 0.02% | -25.0% |
| CSL | Sell | CARLISLE COS INC | $63,000 | +23.5% | 405 | -3.3% | 0.02% | 0.0% |
| HOMB | Sell | HOME BANCSHARES INC | $62,000 | +21.6% | 3,206 | -3.8% | 0.02% | -5.6% |
| COR | Sell | CORESITE RLTY CORP | $60,000 | +1.7% | 479 | -4.0% | 0.02% | -19.0% |
| BBY | Sell | BEST BUY INC | $58,000 | -15.9% | 586 | -5.2% | 0.02% | -36.0% |
| QTWO | Sell | Q2 HLDGS INC | $58,000 | +34.9% | 455 | -4.2% | 0.02% | +6.7% |
| GPC | Sell | GENUINE PARTS CO | $52,000 | +2.0% | 517 | -3.7% | 0.02% | -16.7% |
| WTM | Sell | WHITE MTNS INS GROUP LTD | $52,000 | +23.8% | 52 | -3.7% | 0.02% | 0.0% |
| FCFS | Sell | FIRSTCASH INC | $52,000 | +18.2% | 738 | -4.2% | 0.02% | -6.2% |
| ODFL | Sell | OLD DOMINION FREIGHT LINE IN | $55,000 | +3.8% | 283 | -3.4% | 0.02% | -21.1% |
| GDDY | Sell | GODADDY INCcl a | $55,000 | +3.8% | 669 | -3.9% | 0.02% | -21.1% |
| MITK | Sell | MITEK SYS INC | $51,000 | +34.2% | 2,843 | -3.9% | 0.01% | 0.0% |
| FISV | Sell | FISERV INC | $47,000 | +2.2% | 417 | -6.7% | 0.01% | -18.8% |
| TAST | Sell | CARROLS RESTAURANT GROUP INC | $45,000 | -6.2% | 7,181 | -3.9% | 0.01% | -23.5% |
| LAD | Sell | LITHIA MTRS INCcl a | $45,000 | +25.0% | 154 | -3.8% | 0.01% | 0.0% |
| OOMA | Sell | OOMA INC | $41,000 | +7.9% | 2,829 | -3.9% | 0.01% | -21.4% |
| HTH | Sell | HILLTOP HOLDINGS INC | $41,000 | -19.6% | 1,500 | -40.0% | 0.01% | -38.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $37,000 | -68.1% | 289 | -71.2% | 0.01% | -75.6% |
| SYY | Sell | SYSCO CORP | $32,000 | -13.5% | 431 | -26.7% | 0.01% | -30.8% |
| DHI | Sell | D R HORTON INC | $31,000 | -22.5% | 449 | -15.6% | 0.01% | -35.7% |
| TSN | Sell | TYSON FOODS INCcl a | $32,000 | -33.3% | 500 | -37.5% | 0.01% | -47.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $21,000 | +16.7% | 195 | -9.7% | 0.01% | 0.0% |
| PYPL | Sell | PAYPAL HLDGS INC | $21,000 | 0.0% | 91 | -16.5% | 0.01% | -14.3% |
| INTU | Sell | INTUIT | $23,000 | -20.7% | 60 | -31.8% | 0.01% | -40.0% |
| TFC | Sell | TRUIST FINL CORP | $20,000 | +11.1% | 427 | -7.8% | 0.01% | 0.0% |
| BAX | Sell | BAXTER INTL INC | $19,000 | -26.9% | 231 | -28.9% | 0.01% | -44.4% |
| BP | Sell | BP PLCsponsored adr | $13,000 | 0.0% | 616 | -19.1% | 0.00% | -20.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $14,000 | -75.9% | 145 | -78.4% | 0.00% | -81.0% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $9,000 | -10.0% | 41 | -32.8% | 0.00% | -25.0% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $9,000 | -81.6% | 40 | -77.7% | 0.00% | -82.4% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $11,000 | -86.1% | 116 | -86.1% | 0.00% | -89.3% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $6,000 | 0.0% | 42 | -25.0% | 0.00% | 0.0% |
| ADSK | Sell | AUTODESK INC | $7,000 | -50.0% | 24 | -60.0% | 0.00% | -60.0% |
| SNY | Sell | SANOFIsponsored adr | $7,000 | -22.2% | 141 | -19.4% | 0.00% | -33.3% |
| VLO | Sell | VALERO ENERGY CORP | $6,000 | 0.0% | 113 | -12.4% | 0.00% | 0.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $6,000 | -87.5% | 76 | -90.0% | 0.00% | -88.2% |
| EWW | Sell | ISHARES INCmsci mexico etf | $4,000 | 0.0% | 101 | -19.2% | 0.00% | 0.0% |
| FNV | Sell | FRANCO NEV CORP | $3,000 | -25.0% | 20 | -37.5% | 0.00% | 0.0% |
| EQNR | Sell | EQUINOR ASAsponsored adr | $2,000 | -60.0% | 97 | -75.1% | 0.00% | -50.0% |
| CRON | Sell | CRONOS GROUP INC | $2,000 | -33.3% | 267 | -54.8% | 0.00% | 0.0% |
| CLX | Sell | CLOROX CO DEL | $2,000 | -33.3% | 8 | -33.3% | 0.00% | 0.0% |
| CTXS | Sell | CITRIX SYS INC | $4,000 | -69.2% | 32 | -65.6% | 0.00% | -80.0% |
| PGR | Sell | PROGRESSIVE CORP | $2,000 | -71.4% | 21 | -70.0% | 0.00% | -50.0% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $5,000 | -72.2% | 7 | -75.9% | 0.00% | -83.3% |
| SPGI | Sell | S&P GLOBAL INC | $2,000 | -50.0% | 7 | -41.7% | 0.00% | 0.0% |
| CGC | Sell | CANOPY GROWTH CORP | $2,000 | 0.0% | 100 | -40.5% | 0.00% | 0.0% |
| CNI | Sell | CANADIAN NATL RY CO | $5,000 | -16.7% | 42 | -25.0% | 0.00% | -50.0% |
| NOW | Sell | SERVICENOW INC | $5,000 | -64.3% | 9 | -67.9% | 0.00% | -80.0% |
| BXP | Sell | BOSTON PROPERTIES INC | $2,000 | 0.0% | 17 | -45.2% | 0.00% | 0.0% |
| SYF | Sell | SYNCHRONY FINANCIAL | $3,000 | 0.0% | 81 | -37.7% | 0.00% | 0.0% |
| TMUS | Sell | T-MOBILE US INC | $3,000 | -72.7% | 19 | -80.2% | 0.00% | -75.0% |
| BCE | Sell | BCE INC | $3,000 | -40.0% | 75 | -34.8% | 0.00% | -50.0% |
| ULTA | Sell | ULTA BEAUTY INC | $2,000 | -83.3% | 6 | -88.7% | 0.00% | -75.0% |
| ACB | Sell | AURORA CANNABIS INC | $2,000 | +100.0% | 278 | -10.3% | 0.00% | – |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $3,000 | -70.0% | 5 | -84.4% | 0.00% | -75.0% |
| WBK | Sell | WESTPAC BANKING CORPsponsored adr | $2,000 | -75.0% | 137 | -79.3% | 0.00% | -66.7% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $4,000 | -33.3% | 38 | -49.3% | 0.00% | -50.0% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | 7 | -30.0% | 0.00% | – |
| SWK | Sell | STANLEY BLACK & DECKER INC | $1,000 | -50.0% | 7 | -50.0% | 0.00% | -100.0% |
| TLRY | Sell | TILRAY INC | $1,000 | 0.0% | 100 | -19.4% | 0.00% | – |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | 0.0% | 19 | -29.6% | 0.00% | – |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $1,000 | 0.0% | 40 | -13.0% | 0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -38 | -100.0% | 0.00% | – |
| COG | Sell | CABOT OIL & GAS CORP | $1,000 | -66.7% | 78 | -53.0% | 0.00% | -100.0% |
| TRP | Exit | TC ENERGY CORP | $0 | – | -33 | -100.0% | 0.00% | – |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,000 | -75.0% | 6 | -83.8% | 0.00% | -100.0% |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -55 | -100.0% | 0.00% | – |
| WPG | Exit | WASHINGTON PRIME GROUP NEW | $0 | – | -208 | -100.0% | 0.00% | – |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $0 | -100.0% | 5 | -84.8% | 0.00% | – |
| EMLC | Sell | VANECK VECTORS ETF TRjp morgan mkts | $0 | -100.0% | 10 | -41.2% | 0.00% | – |
| PUK | Exit | PRUDENTIAL PLCadr | $0 | – | -25 | -100.0% | 0.00% | – |
| VIAC | Sell | VIACOMCBS INCcl b | $0 | -100.0% | 11 | -93.9% | 0.00% | -100.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $0 | -100.0% | 1 | -92.3% | 0.00% | -100.0% |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -21 | -100.0% | 0.00% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $1,000 | -50.0% | 18 | -40.0% | 0.00% | -100.0% |
| OPPRT | Exit | RIVERNORTH DOUBLELINE STRATEright 10/01/2020 | $0 | – | -1,002 | -100.0% | 0.00% | – |
| AQN | Exit | ALGONQUIN PWR UTILS CORP | $0 | – | -82 | -100.0% | 0.00% | – |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $0 | -100.0% | 3 | -99.3% | 0.00% | -100.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,000 | 0.0% | 2 | -33.3% | 0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -232 | -100.0% | 0.00% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -5 | -100.0% | 0.00% | – |
| RACE | Sell | FERRARI N V | $0 | -100.0% | 2 | -71.4% | 0.00% | – |
| SNPS | Sell | SYNOPSYS INC | $1,000 | -75.0% | 3 | -84.2% | 0.00% | -100.0% |
| ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -59 | -100.0% | -0.00% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -19 | -100.0% | -0.00% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -16 | -100.0% | -0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP | $0 | – | -43 | -100.0% | -0.00% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -51 | -100.0% | -0.00% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -317 | -100.0% | -0.00% | – |
| CEO | Exit | CNOOC LIMITEDsponsored adr | $0 | – | -31 | -100.0% | -0.00% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -34 | -100.0% | -0.00% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -54 | -100.0% | -0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -71 | -100.0% | -0.00% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -145 | -100.0% | -0.00% | – |
| UN | Exit | UNILEVER N V | $0 | – | -117 | -100.0% | -0.00% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -71 | -100.0% | -0.00% | – |
| Exit | FLAHERTY & CRUMRINE DYN PFD | $0 | – | -200 | -100.0% | -0.00% | – | |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -500 | -100.0% | -0.00% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -78 | -100.0% | -0.00% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -200 | -100.0% | -0.01% | – |
| CVCO | Exit | CAVCO INDS INC DEL | $0 | – | -177 | -100.0% | -0.01% | – |
| VCYT | Exit | VERACYTE INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -271 | -100.0% | -0.01% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -1,992 | -100.0% | -0.01% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -109 | -100.0% | -0.02% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -1,494 | -100.0% | -0.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -189 | -100.0% | -0.02% | – |
| NOMD | Exit | NOMAD FOODS LTD | $0 | – | -2,675 | -100.0% | -0.02% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -607 | -100.0% | -0.03% | – |
| INOV | Exit | INOVALON HLDGS INC | $0 | – | -3,143 | -100.0% | -0.03% | – |
| OLLI | Exit | OLLIES BARGAIN OUTLET HLDGS | $0 | – | -976 | -100.0% | -0.03% | – |
| BFST | Exit | BUSINESS FIRST BANCSHARES IN | $0 | – | -14,171 | -100.0% | -0.08% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -12,468 | -100.0% | -0.25% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -14,273 | -100.0% | -1.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US LCAP ETF | 42 | Q3 2023 | 42.7% |
| ISHARES TR RUSSELL 1000 | 42 | Q3 2023 | 8.9% |
| SCHW US SCAP ETF | 42 | Q3 2023 | 24.2% |
| VANGUARD MID CAP ETF IV | 42 | Q3 2023 | 6.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.1% |
| VANGUARD TOTAL STOCK MKT | 42 | Q3 2023 | 4.3% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 2.2% |
| APPLE INC | 42 | Q3 2023 | 1.1% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 1.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.4% |
View Financial Management Professionals, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
View Financial Management Professionals, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.